I coach and mentor financial adviser practices directly, and work with financial institutions who run adviser businesses, to help grow financial adviser productivity and long term business value.

There are a number of ways to do that, from being a great financial services professional marketing and best practice advice content curator, to creation of useful templates, tools, guides & articles that are dedicated to helping financial advisers grow their busineses safely and compliantly.

Mostly though, it is about getting my customers more customers. Sales and marketing ideas that are practical in focus and application...and which add to the bottom line for a professional financial advice business is what I do best.

What Strictly Business does, and who we do it for...

Strictly Business is all about providing practical help for professional advisers, and can do it in quite a few different ways.

There loads of complimentary information and tools here, which are updated regularly as we find new useful information from around the world. Any professional financial adviser wanting to stay current and get new thinking should bookmark this site, or add it to their favourites.

When you are serious about doing seriously well in your advice business and you know you can't do it alone, Strictly Business is here to help.

Just go to the Contact page and get in touch in whatever method works best for you, and we can have a no obligation chat about where you want to go, and how we can help achieve that.

To find something in particular on the website:

How is Strictly Business different?

Professional. Practiced. Proficient. Positioned. Personalised.

* The RIGHT EXPERIENCE. "been there, done that…and have the scars to prove it". I know what it is like to start, build, manage and then sell sizable advisory practices – I have done it. There is no substitute for being battle-hardened and knowing how things really work, and being able to apply the hard won lessons.

* I KNOW the market. Nobody knows the financial adviser market in New Zealand the way I do. As an adviser grappling with the same issues every other adviser does....as an experienced executive inside financial institutions....as a leader in professional adviser associations....I've seen it from all sides, and had to deal with all the issues. Recognised as a Fellow for contributions to the development of the profession, with deep personal experience in both risk and investment businesses.

* 100% INDEPENDENT. 100% self-employed, aligned to no other party. I am committed only to my clients.

* Industry NETWORKS. Connected, respected, and know where to go and who to talk to - and get listened to. Work with Strictly Business, and the professional networks are part of the resource and knowledge base to be used.

* PERSONAL Solutions for you. Every client, every engagement, every enquiry...is different. Every one deserves a personal solution, and that is what they get. Personalised and practical solutions for you, the client.

We will provide fresh ideas - AT OUR COST!

Strictly Business will keep you up to date - even if you are NOT a client.

By subscribing to the complimentary fortnightly Tips, Traps & Trends newsletter service from Strictly Business Ltd you can have the pick of the hot tips for financial advisers, warnings on potential traps, and the inside running on trends affecting financial services globally .

It gets delivered to your inbox for you and is available to anyone in the industry, at no charge. Simply submit your name and email address at the top of any of the pages on this site.

Get Coached. Make Money.

Free Resources

Many resources for Financial Advisers & Financial Planning practices are available through my social media platforms. Click on icons below to view...